CG ADVISORS PTY LTD


Address: Hamilton, VIC 3300, Australia

CG ADVISORS PTY LTD (Licence# 000487959) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is November 17, 2016.

Service Overview

Register Name AFS Licence
Licence Name CG ADVISORS PTY LTD
Licence Number 000487959
Licence ABN 84128859441
Issue Date 2016-11-17
Locality HAMILTON
State VIC
Postcode 3300
Country Australia

Licence condition

This licence authorises the licensee to carry on a financial services business to:
  • provide financial product advice for the following classes of financial products:
    • superannuation limited to:
      • self-managed superannuation fund;
    • a person s existing holding in a superannuation product but only to the extent required for:
      • making a recommendation that the person establish a self-managed superannuation fund; and
      • providing advice to the person on contributions or pensions under a superannuation product;
  • provide class of financial product advice for the following classes of financial products:
    • deposit and payment products limited to:
      • basic deposit products;
    • general insurance products;
    • life products limited to:
      • life risk insurance products;
    • securities; and
    • superannuation; and
  • deal in a financial product by:
    • arranging for another person to issue, apply for, acquire, vary or dispose of a financial product in respect of the following classes of financial products:
      • superannuation limited to:
        • self-managed superannuation fund; and
    • arranging for another person to apply for, acquire, vary or dispose of financial products in respect of the following classes of financial products:
      • superannuation limited to:
        • self-managed superannuation fund;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001261278 MICHAEL KANE FITZPATRICK Current 2018-01-17
001261209 HAMISH MCDONALD Current 2018-01-15
001256261 ANDREW JAMES HEAZLEWOOD Current 2017-07-07
001256262 LACHLAN JOHN WILSON WARK Current 2017-07-07

Office Location

Locality HAMILTON
State VIC
Postcode 3300
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
G.K. STRUCK PTY LTD 2017-03-22 Hamilton, VIC 3300, Australia
GRAMPIANS INVESTMENT SERVICES PTY LTD 2016-03-18 Hamilton, VIC 3300, Australia

Financial services with the same locality

Service Name Issue Date Locality
G.K. STRUCK PTY LTD 2017-03-22 Hamilton, VIC 3300, Australia
GRAMPIANS INVESTMENT SERVICES PTY LTD 2016-03-18 Hamilton, VIC 3300, Australia
TRIUMPH INVESTMENT GROUP PTY LTD 2016-02-18 Hamilton, QLD 4007, Australia
HAMILTON ASSET MANAGEMENT LIMITED 2010-06-25 Hamilton, NSW 2303, Australia
SENTINEL PRIVATE WEALTH PTY LTD 2010-04-22 Hamilton, QLD 4007, Australia
WHITES IFM PTY LTD 2005-02-23 Hamilton, QLD 4007, Australia
PRITCHARD & PARTNERS PTY LIMITED 2004-03-10 Hamilton, NSW 2303, Australia
GREATER INVESTMENT SERVICES PTY LTD 2004-03-10 Hamilton, NSW 2303, Australia
HENLEY UNDERWRITING & INVESTMENT COMPANY PTY LTD 2004-02-20 Hamilton, NSW 2303, Australia
GREATER BANK LIMITED 2004-01-17 Hamilton, NSW 2303, Australia

Competitor

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Postal Code 3300

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Services Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.